【投行观点】法国农业信贷银行:投资者再次对冲欧元投资 欧元/美元近期需谨慎

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FX168财经报社(北美)讯 周四(1月28日),法国农业信贷银行(Credit Agricole CIB)的研究建议认为,短期内对欧元要更加谨慎。

该行注意到,对欧元区出现双底衰退的担忧,已导致未对冲ETF股票市场资金流入的逆转。另一个风险是,资金从意大利向其他外围国家蔓延,从而抑制进一步的资金流入。再加上欧洲央行再次发出可能再次降息的威胁,这可能会鼓励投资者再次开始对冲欧元投资。所有这些都使欧元/美元的近期前景更加谨慎。

校对:尔东琛

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